MEDIX Mutual Fund

MEDIX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+0.33%
3 Months
-2.18%
6 Months
-1.73%
YTD
-0.25%
1 Year
+1.22%
3 Years (annualized)
+10.00%
5 Years (annualized)
+2.32%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+0.43%
vs Peers
-0.68%

MEDIX Mutual Fund Performance

MEDIX performance across multiple time periods: 1-month 0.33%, YTD -0.25%, 1-year 1.22%, 3-year 10.00%, 5-year 2.32%, 10-year 3.27%.

MEDIX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

MEDIX vs another fund shows side-by-side returns. MEDIX alternatives are available in the Mutual Fund Screener.